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May 18, 2021
Question

How do I get out of a cycle demanding IRA withdrawal info when I did not withdraw anything?

  • May 18, 2021
  • 1 reply
  • 0 views
we withdrew one time, which is posted and accepted, but two more generic 'cases' have me locked on a cycle.

1 reply

May 18, 2021

If you have a 1099-R carried over but did not take a distribution, then delete the 1099-R:

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
  3. Click on the "trash icon"
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